RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 201 | Fairport Asset Management | $836,908 | $1,310,199,917 | $379,517,287 | $1,689,717,204 |
| 202 | The Burney Company | $389,195 | $1,684,823,900 | — | $1,684,823,900 |
| 203 | Northcoast Asset Management LLC | $398,236 | $1,659,050,217 | — | $1,659,050,217 |
| 204 | Heritage Wealth Advisors | $1,594,332 | $818,307,686 | $823,853,893 | $1,642,161,579 |
| 205 | Courier Capital, LLC | $1,161,362 | $1,330,303,804 | $300,248,934 | $1,630,552,738 |
| 206 | Windrose Advisors | $23,272,169 | $326,298,972 | $1,302,752,854 | $1,629,051,826 |
| 207 | Colony Family Offices | $4,524,180 | $1,576,870,343 | $47,310,290 | $1,624,180,633 |
| 208 | Laird Norton Wealth Management | $1,156,537 | $1,416,319,379 | $206,302,171 | $1,622,621,550 |
| 209 | Cary Street Partners | $286,123 | $455,418,160 | $1,162,320,164 | $1,617,738,324 |
| 210 | Donaldson Capital Management | $504,399 | $1,540,367,805 | $72,699,967 | $1,613,067,772 |
| 211 | Chesley, Taft & Associates | $1,055,240 | $1,491,350,231 | $118,945,319 | $1,610,295,550 |
| 212 | Radnor Financial Advisors, LLC | $628,244 | $1,600,764,456 | — | $1,600,764,456 |
| 213 | Polaris Greystone Financial Group | $389,860 | $1,524,173,314 | $67,235,139 | $1,591,408,453 |
| 214 | Wealthplan Advisors | $1,836,024 | $244,491,573 | $1,345,504,903 | $1,589,996,476 |
| 215 | Beirne Wealth Consulting Services, LLC | $1,050,189 | $354,425,321 | $1,235,561,064 | $1,589,986,385 |
| 216 | Chicago Capital, LLC | $1,410,007 | $1,586,263,267 | $1,404,602 | $1,587,667,869 |
| 217 | Biltmore Family Office, LLC | $2,263,571 | $887,552,705 | $696,947,068 | $1,584,499,773 |
| 218 | North Star Asset Management Inc | $764,815 | $1,551,233,500 | $25,815,519 | $1,577,049,019 |
| 219 | Colorado Financial Management | $518,995 | $1,563,570,133 | $6,390,973 | $1,569,961,106 |
| 220 | Birch Hill Investment Advisors LLC | $1,407,746 | $1,562,274,409 | $1,731,230 | $1,564,005,639 |
| 221 | Argent Wealth Management | $808,800 | $1,163,966,759 | $397,017,930 | $1,560,984,689 |
| 222 | Gutt Financial Management, Llc | $922,535 | $1,340,786,377 | $215,530,286 | $1,556,316,663 |
| 223 | Mcf Advisors, LLC | $401,136 | $982,434,034 | $568,757,874 | $1,551,191,908 |
| 224 | Waters, Parkerson & Co., LLC | $914,740 | $1,431,372,665 | $100,817,010 | $1,532,189,675 |
| 225 | Vivaldi Capital Management | $542,529 | $1,158,340,498 | $367,249,953 | $1,525,590,451 |
| 226 | Private Vista, LLC | $1,590,746 | $1,486,635,464 | $37,298,815 | $1,523,934,279 |
| 227 | Northeast Investment Management Inc | $1,092,753 | $1,476,769,803 | $45,435,455 | $1,522,205,258 |
| 228 | Goelzer Investment Management | $1,316,131 | $1,421,106,014 | $100,341,202 | $1,521,447,216 |
| 229 | Arlington Partners Llc | $2,728,079 | $1,510,355,151 | $6,456,768 | $1,516,811,919 |
| 230 | Farr Miller & Washington | $1,343,364 | $1,505,292,700 | $4,648,251 | $1,509,940,951 |
| 231 | Motley Fool Wealth Management, LLC | $331,029 | $1,509,494,032 | — | $1,509,494,032 |
| 232 | Barwick & Partners, Inc. | $4,024,653 | $1,459,945,631 | $45,274,686 | $1,505,220,317 |
| 233 | Rtd Financial Advisors Inc | $2,291,907 | $1,460,726,849 | $26,720,881 | $1,487,447,730 |
| 234 | West Financial Services, Inc. | $704,345 | $1,464,712,188 | $17,229,845 | $1,481,942,033 |
| 235 | The Golub Group | $1,054,685 | $1,430,230,367 | $51,601,834 | $1,481,832,201 |
| 236 | Dynamic Wealth Advisors | $232,273 | $1,298,701,687 | $152,541,188 | $1,451,242,875 |
| 237 | Osborne Partners | $1,022,946 | $1,159,110,487 | $286,312,716 | $1,445,423,203 |
| 238 | Financial Clarity, Inc. | $47,919,467 | — | $1,437,584,000 | $1,437,584,000 |
| 239 | Wellspring Financial Advisors | $1,784,734 | $276,705,883 | $1,158,219,944 | $1,434,925,827 |
| 240 | The Welch Group | $1,428,705 | $1,431,562,472 | — | $1,431,562,472 |
| 241 | Arlington Partners | $2,265,906 | $1,272,374,109 | $152,880,823 | $1,425,254,932 |
| 242 | Capstone Financial Advisors Inc | $641,624 | $1,415,453,571 | $5,742,703 | $1,421,196,274 |
| 243 | GM Advisory Group, Inc. | $1,203,622 | $695,352,368 | $720,106,627 | $1,415,458,995 |
| 244 | Heritage Financial Services | $326,835 | $1,411,598,462 | — | $1,411,598,462 |
| 245 | Roffman Miller Associates Inc | $1,246,463 | $1,382,249,952 | $27,499,935 | $1,409,749,887 |
| 246 | The Wealth Consulting Group | $215,431 | $1,295,086,137 | $113,399,636 | $1,408,485,773 |
| 247 | Pegasus Partners | $741,386 | $1,314,698,063 | $89,486,566 | $1,404,184,629 |
| 248 | Covenant | $1,238,884 | $1,357,635,395 | $44,781,765 | $1,402,417,160 |
| 249 | Miracle Mile Advisors, LLC | $1,006,248 | $1,399,690,508 | — | $1,399,690,508 |
| 250 | The Clarius Group, LLC | $2,688,423 | $804,451,302 | $593,528,724 | $1,397,980,026 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on June 5, 2019.
